Investment-Oriented
How to Explain CITs to Sponsors
In this day of hyper-litigation, these low-cost funds deserve a closer look
Tag: collective investment trusts
Investment Product and Service Launches
Lockwood Adds Expansive Model Portfolios to Managed Account Platform; Capital Group Adopts PFaroe; PGIM Lengthens ETF Space with Second Actively Managed Fund; and more.
More Than One-Quarter of 401(k) Assets Are in CITs
Cerulli says retirement specialist advisers are becoming more knowledgeable about and comfortable with CITs, and the research firm expects CITs will continue to expand their share of 401(k)...
Argument for Less SMA Use by DB Plan Sponsors
Vanguard research questions whether the risk-matching precision of SMAs is worth the cost and complexity.
Investment Products and Services Launches
MassMutual Introduces New TDFs; J.P. Morgan Updates TDF Selection Tool; and Krane Funds Advisors Creates CIT for Retirement Plans.
401(k) Plan Participants Challenge Principal’s Management of TDFs
The lawsuit alleges Principal used proprietary investment vehicles, rather than other investment vehicles, and share classes with higher fees for the underlying TDF investments, to produce more income...
Investment Products and Services Launches
Wilmington Trust to Support Franklin Templeton CITs; Ryan Labs Releases Strategy for Corporate and Public Pensions; and TriLine Issues Energy-Related ETF.
Embrace of Passive Funds Is Not What It Appears To Be
In conversation with Jeff Kletti, head of investments at Wells Fargo Institutional Retirement and Trust, PLANADVISER gets an inside view of some emerging—and some familiar—defined contribution plan trends.